Purchases and Sales Made in Q4 2023 in Delaware Investments National Municipal Income Fund (VFL)
This table provides information about the institutional ownership of Delaware Investments National Municipal Income Fund (VFL) during Q4 2023. The information is specifically focused on institutions that hold shares of Delaware Investments National Municipal Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
149K+ 176.07% |
$1.19M - $1.53M
|
234K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
93.2K+ 59.21% |
$740K - $956K
|
250K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62KNew |
$492K - $636K
|
62K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
60.7K+ 35.77% |
$482K - $622K
|
230K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
53.3KNew |
$423K - $547K
|
53.3K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
42.6KNew |
$338K - $437K
|
42.6K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
38.9KNew |
$309K - $399K
|
38.9K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38.8KNew |
$308K - $398K
|
38.8K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
28.7K+ 19.34% |
$228K - $294K
|
177K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
26.8K+ 24.79% |
$213K - $275K
|
135K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22K+ 151.85% |
$175K - $226K
|
36.6K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.1K+ 108.35% |
$152K - $196K
|
36.8K
$371K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$145K - $187K
|
18.2K
$184K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$122K - $157K
|
15.3K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.1K+ 16.55% |
$120K - $155K
|
107K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15KNew |
$119K - $154K
|
15K
$152K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 14.95% |
$103K - $134K
|
100K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
12.3K+ 14.9% |
$97.3K - $126K
|
94.5K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 11.72% |
$93.6K - $121K
|
112K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.3KNew |
$89.6K - $116K
|
11.3K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.72K+ 54.45% |
$69.2K - $89.4K
|
24.7K
$250K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6K+ 17.78% |
$47.6K - $61.6K
|
39.8K
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6KNew |
$44.4K - $57.4K
|
5.6K
$56.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.32K+ 10.12% |
$42.2K - $54.6K
|
57.8K
$584K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.84K+ 19.03% |
$38.4K - $49.6K
|
30.3K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.58KNew |
$36.4K - $47K
|
4.58K
$46.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.74KNew |
$13.8K - $17.9K
|
1.74K
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.59K+ 9.12% |
$12.6K - $16.3K
|
19K
$192K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
837+ 8.24% |
$6.65K - $8.59K
|
11K
$111K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
582New |
$4.62K - $5.97K
|
582
$5.87K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$2.39K - $3.09K
|
301
$3.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-86- 28.67% |
$683 - $882
|
214
$2.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-249- 3.31% |
$1.98K - $2.55K
|
7.28K
$73.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-333- 30.08% |
$2.64K - $3.42K
|
774
$7.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-737- 3.22% |
$5.85K - $7.56K
|
22.2K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.22K- 3.51% |
$9.69K - $12.5K
|
33.5K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.69K- 5.27% |
$13.5K - $17.4K
|
30.4K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.12K- 1.61% |
$16.9K - $21.8K
|
130K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.39K- 58.93% |
$18.9K - $24.5K
|
1.66K
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.48K- 7.83% |
$19.7K - $25.4K
|
29.2K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.48K- 11.5% |
$19.7K - $25.5K
|
19.1K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 7.67% |
$24.2K - $31.3K
|
36.7K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 25.92% |
$32.1K - $41.5K
|
11.6K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.23K- 12.83% |
$41.5K - $53.6K
|
35.5K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.9K- 21.0% |
$46.8K - $60.5K
|
22.2K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.68K- 17.28% |
$53K - $68.5K
|
31.9K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43K- 30.02% |
$341K - $441K
|
100K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.9K- 39.18% |
$388K - $502K
|
75.9K
$766K
|